13F Filings History of Wiser Advisor Group LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$80,421,329
Signature - Title
Shannon Hemphill - Compliance Consultant
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Wiser Advisor Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wiser Advisor Group LLC reported 248 stock holdings with total value $80,421,329 as of Q3 2025. Top holdings included AAPL, VOO, GOOGL, LLY, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 248 $80,421,329 +$18,835,293 -$758,747 +$18,076,546 AAPL, VOO, GOOGL, LLY, AMZN 13F-HR 14 Nov 2025, 15:29
Q2 2025 39 $57,560,880 +$4,057,351 -$18,101,026 -$14,043,675 VOO, AAPL, LLY, AMZN, META 13F-HR 08 Aug 2025, 11:45
Q1 2025 275 $67,725,623 +$5,435,526 -$3,930,100 +$1,505,426 AAPL, VOO, LLY, AMZN, HFXI 13F-HR 14 May 2025, 12:43
Q4 2024 268 $68,750,567 +$3,541,194 -$841,226 +$2,699,968 AAPL, VOO, FMB, AMZN, VUG 13F-HR 05 Feb 2025, 13:20
Q3 2024 261 $67,005,534 +$1,742,766 -$2,266,795 -$524,029 AAPL, VOO, FMB, BND, AMZN 13F-HR 13 Nov 2024, 10:40
Q2 2024 303 $63,596,672 +$2,160,040 -$3,045,850 -$885,810 AAPL, VOO, FMB, BND, AMZN 13F-HR 14 Aug 2024, 17:23
Q1 2024 304 $63,368,876 +$3,249,576 -$2,420,735 +$828,841 VOO, AAPL, FMB, BND, VB 13F-HR 15 May 2024, 19:15
Q4 2023 301 $60,118,172 $0 AAPL, VOO, FMB, BND, VB 13F-HR 12 Feb 2024, 19:16